Preferences

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Find information to configure the barcode type, fonts, branch offline folder, cash drawer, RFID animation, and system notifications in the Wise staff client.

Additional configuration settings are found on the Preferences tab in the Wise client at Branch management > Workplace management > Configuration.

Import MARC records

Wise can accept imports from both OCLC Connexion client and WorldShare Record Manager.

Use Record Manager to export records into Wise

Once you have a user with the Access for administration Connexion record manager role function assigned and an established TCP/IP connection, files transmitted from Record Manager are placed directly into the Wise File Manager and processed in the same way MARC files are imported manually into Wise.

Note: Bibliographic records exported from Record Manager must be formatted as MARC 21 with UTF-8 Unicode to import them into Wise.

1. Create a new user role for Access for administration Connexion record manager role function

Create a new user role for Record Manager export authorization

In the Wise configuration manager, go to systemWise > Access codes and authorizations > Access authorizations.
Select the System tab.
In the Add user role box at the top of the screen, complete the following fields:
1. New role - Enter a name for the new role.
2. Description - Enter a description for the new role.
3. System role - Select the "Manage Connexion" System role from the drop-down list.
Click Save to save the role. The newly created role is added to the user role table in the middle of the screen.
Click the "system" column for the role at the bottom of the screen to open the edit box and select Delete from the drop-down box in the System field.
Click Save. The Branch and Institution field values should now show the Delete function as well.

2. Create a new user for Record Manager export authorization

In the Wise configuration manager, go to systemWise > Access codes and authorizations > Access authorizations.
Select new.
Complete the following fields:
- Name* - Enter RecordManager in the Name* text field.
- Username* - Enter RecordManager in the Username* text field.
- Manager login code + https client - Enter your Record Manager authorization PIN/Password.
- Branch* - Enter the branch the user will have access to.
- role* - Select the role you created or edited in 1. Create a new user role for Access for administration Connexion record manager role function or edit an existing user role.
Click OK to save.

You should use the username and password you created for this role as the Authorization user ID and Password when exporting records in the Wise client.

3. Establish a TCP/IP connection in Record Manager

Note: Institutions with a firewall must configure it to recognize and accept data from the following IP address in order to export records directly from OCLC into an ILS: 132.174.100.234

Sign in to your instance of WorldShare Record Manager.
In the left navigation, click User Preferences.
From the User Preferences screen, click Exporting - Bibliographic Records to expand the accordion and then click the TCP/IP tab.
From the User Preferences screen, click Exporting - Bibliographic Records to expand the accordion. The General tab opens.
From the General tab, select MARC 21 with UTF-8 Unicode from the Format drop-down list.
Click the TCP/IP tab.
For TCP/IP connection options, enter:
1. Host Name- Enter your Wise server name.
2. Port Number- Enter 8345.
3. Authentication- Select an authentication method from the drop-down list.
  - None
  - Login ID - Enter the ID and password to access your local system. Select Mask Password if you do not want the password to be visible.
  - User ID- Enter the ID to access your local system. Select Mask ID if you do not want the ID to be visible.
For Connection Delay, select the wait time, in minutes, that occurs between each record sent in a batch from the drop-down list. The default wait time is 0.25 minutes.
For Connection Attempts, select the maximum number of attempts to retry connecting to the local system if the first connection attempt fails from the drop-down list. The default maximum number is 0.
For Gateway Export Response Messaging, click Use Messaging to enable messaging.
1. If enabled, select the amount of time, in seconds, that messaging is displayed from the drop-down list. The default amount of time until timeout is 5 seconds.
Click Save.

Use Connexion client to export records into Wise

1. Configure Wise to accept imports from Connexion client

To configure Wise to accept imports from Connexion client.

Go to Branch Management > Workplace Management > Configuration.
On the Preferences tab, select the Connexion imports possible checkbox.

The TCP/IP connection is active once this check box is selected.

2. Establish a TCP/IP connection in Connexion client

A TCP/IP connection must be established within the Connexion client.

Note: The Connexion client and Wise client must be installed on the same computer. To learn more about configuring TCP/IP connection from Connexion client, see Create export destinations.

Log on to Connexion client.
Go to Tools > Options or press <Alt><T><O>.
Click the Export tab.
In the Select an Export Destination area, click Create.
From the New Export Destination window:
1. Select Connection.
2. Click OK.

In the Export Connection Settings window, select the type of translation your local system vendor requires. For most sessions, this value is None.

Available translation type values - Table

Value	Transfers	Does not transfer	Translates	Does not translate
None	All data		Nothing	All
OCLC M105	All data		Special characters	Diacritics
7 Bit	Only 7-bit data	Diacritics Special characters	Start-of-message indicator End-of-message indicator Subfield delimiter
8 Bit	All data		Start-of-message indicator End-of-message indicator Subfield delimiter	Diacritics Special characters

Click Create.
In the New Communication Connection window, select TCP/IP (internet).
In the TCP/IP Settings window:
1. Enter your Wise server name in the Host Name text field.
2. Enter 9345 in the Port text field.
3. Click OK
When you create a TCP/IP Connection for the first time, you may not be able to complete the process. After you enter your TCP/IP settings and click OK, the client adds the destination name to the list in the Export Connection Settings window. If the OK button is unavailable (grayed out), to complete adding your destination:
1. Double-click the name of your destination in the Export Connection Settings window. The Export Destination Name window opens showing your destination name prefixed by Connection:.
2. Click OK. The client adds the destination to the list in the Options Export tab.

ARGOS Management in management menu

Not for use in US libraries

Different ISIL

Not for use in US libraries.

Barcode type

Wise supports two barcode types

Barcode type	Code
Codabar	1
Code39	2

To set the barcode type for your workstation, enter the numeric code of the barcode and click Save.

Fonts

To install different fonts for labels, barcodes, customer library cards, or receipts:

Save the font file you want to install in the FONT folder on your server.
1. Navigate to the File Manager on your computer and find the bng folder. Open your library folder > cache > folder ending in ~bxxmas.
2. Open the FONT folder. If this folder is not present, create a new folder and name it FONT.
3. Save the font file in this folder.
On the Preferences tab, click Install next to Fonts retrieve from server. A message window appears.
Click OK. The FONT folder opens.
Select the font you want to install and click OK.
Restart the workstation.

Branch offline folder

If the workstation loses its connection to the server, Wise switches to backup mode. In this mode, items can be checked in and checked out and the system keeps a record of transactions which is stored on the server to be processed when the system is online again.

To set a storage location:

Click Change next to Branch offline folder. A file selection window appears.
Select whether the offline files should be placed on a central disk or saved locally (ex: personal computer/workplace).
Click Open. The selected location is saved as the Branch offline folder.

Cash drawer in Wise Client

If the workstation does not use a cash drawer, the cash drawer can be deactivated from the checkout process by checking the Do NOT offer cash drawer in payment block.

Note: To configure cash drawer opening behavior, see Cash handling.

Wise Client option active

Wise Client option active allows you to check if a system option is currently activated for your workstation.

To see if a system option is active, type the option in the search box and click Active? A message will display below the field indicating if the system option is active. If an option does not exist, or if you have incorrectly entered the name, a message will appear that the option does not exist.

Show RFID animation

When using RFID, an RFID symbol can be enabled at each workstation. The animation is a red circle () that moves up and disappears. To enable the animation, check the box Show RFID animation.

RFID animation can also be disabled by right-clicking on the red circle anywhere in the Wise interface and selecting Yes.

System notifications

When working in the Wise staff client, a system notification can be enabled to alert you when a new hold has been placed at your branch. To enable the notification, select one or both of the following checkboxes:

Popup - If selected, you will receive a system notification pop-up when a hold is placed on an available item. From the pop-up, click Start the shelf list to generate a shelf list containing the new hold.
Sound - If selected, the system notification pop-up will play your selected sound when a hold is placed on a copy with a status B.
Note: You will need to select a Value for wise.system.notification on the Sound settings tab if you enable this option.
Taskbar notification - If selected, a blinking system notification appears in the top bar of the screen, and a megaphone icon appears in the bottom left when a hold is placed on an available item.

The system notification pop-up will remain open for 30 minutes. If an additional hold is placed within 30 minutes, no new notification will appear and it will join the first hold. If the branch is closed at the time of the hold request being placed, no notification will appear.

Once you start the shelf list, the system notification pop-up closes. Any new holds received after you have started the shelf list will generate a new system notification pop-up.